TOP 30 Wealth management attorneys in Virginia
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Trusts and Estates Attorney Kerri Castellini
● OpenTrusts and Estates Attorney Kerri Castellini is a highly respected legal professional located in the heart of Washington, DC. Specializing in trusts, estates, and probate law, Kerri Castellini provides expert guidance and representation to clients seeking assistance with their estate planning needs. With a dedication to personalized service and a deep understanding of complex legal matters, Trusts and Estates Attorney Kerri Castellini is a trusted advocate for individuals and families looking to secure their financial future. Visit their office at 409 7th Street Northwest to learn more about how they can help you navigate the intricacies of estate planning.
409 7th St NW #215, Washington, DC 20004, United States -
Mink Wealth Management
● ClosedMink Wealth Management is a finance institution located at 7901 Jones Branch Dr, McLean, Virginia, United States. Our mission is to help you secure your financial future and develop a solid plan to achieve your financial goals. Our services include retirement planning, investment management, tax, estate, and college planning. Our team consists of financial planners, institutional money managers, certified public accountants (CPAs), estate planning attorneys, certified divorce financial analysts, travel planners, and concierge medicine physicians. Feeling overwhelmed or unsure about your financial situation? Our experienced advisors are here to help you create a personalized plan to achieve your goals. We believe in wealth preservation and work with integrity, efficiency, and competency to exceed professional standards. We strive to eliminate any conflicts of interest and always have our clients' best interests in mind.
7901 Jones Branch Dr #800, McLean, VA 22102, United States -
Deacon Wealth Management
● ClosedDeacon Wealth Management is a leading finance and insurance agency located at 20 Commerce Parkway in Fredericksburg, Virginia, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or protecting your assets with insurance coverage, Deacon Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
20 Commerce Pkwy #109, Fredericksburg, VA 22406, United States -
Thomas Kenyon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenThomas Kenyon - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 113 East Market Street in Leesburg, Virginia, is a finance institution offering a range of services to meet the needs of individuals seeking expert guidance in asset management, investment strategies, estate planning, and retirement planning. Thomas Kenyon holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in various areas of financial planning. With a commitment to ethical practices and ongoing education, Thomas Kenyon is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Thomas Kenyon can help you navigate the complexities of wealth management with confidence and clarity.
113 E Market St Ste 220, Leesburg, VA 20176, United States -
McCarthy & Akers, PLC | Estate Planning Attorneys
● ClosedMcCarthy & Akers, PLC is a reputable law firm specializing in estate planning located at 502 North Royal Avenue in Front Royal, Virginia, United States. With a team of experienced attorneys, they provide expert legal advice and services to help clients plan and protect their assets for future generations. Whether you need assistance with wills, trusts, probate, or any other estate planning matters, McCarthy & Akers, PLC is dedicated to providing personalized and professional representation to meet your needs. Contact them today to schedule a consultation and secure your family's financial future.
502 N Royal Ave, Front Royal, VA 22630, United States -
Andrew P. Hill, Real Estate Attorney
● ClosedAndrew P. Hill, Real Estate Attorney, located at 123 Amherst Street in Winchester, Virginia, is a law firm grounded in both tradition and technology. Specializing in property law, the firm offers a range of legal services including real estate settlements, estate planning, business formation, landlord-tenant matters, and more. With attorneys admitted to practice in Virginia, West Virginia, and Florida, Andrew P. Hill, Real Estate Attorney prides itself on providing efficient and effective counsel with a focus on integrity and professional excellence. The firm utilizes technology such as cloud-based systems and offers virtual conferencing in addition to traditional meetings. Whether you need assistance with estate planning, business formation, litigation, or landlord-tenant issues, Andrew P. Hill, Real Estate Attorney is dedicated to providing top-notch representation to clients throughout the Shenandoah Valley.
123 Amherst St First Floor, 123 Amherst St, Winchester, VA 22601, United States -
McCarthy & Akers, PLC | Estate Planning Attorneys
● ClosedMcCarthy & Akers, PLC is a reputable law firm specializing in estate planning. Located at 109 North Main Street in Woodstock, Virginia, their team of experienced attorneys is dedicated to providing expert legal advice and guidance to clients seeking to protect their assets and plan for the future. Whether you need assistance with wills, trusts, or probate matters, McCarthy & Akers, PLC is committed to helping you navigate the complexities of estate planning with professionalism and care. Trust in their expertise to secure your family's financial well-being for generations to come.
109 N Main St Suite 102, Woodstock, VA 22664, United States -
James P. Carmody Attorney & Counselor at Law
● ClosedJames P. Carmody Attorney & Counselor at Law is a trusted legal institution located at 116 Veterans Drive in Richlands, Virginia, United States. Specializing in accounting, finance, and legal matters, James P. Carmody offers expert advice and representation to clients in need of legal services. With a strong commitment to providing personalized and professional assistance, James P. Carmody is dedicated to helping individuals navigate through complex legal issues and achieve favorable outcomes. Contact James P. Carmody Attorney & Counselor at Law for reliable and experienced legal guidance.
116 Veterans Dr, Richlands, VA 24641, United States -
McCarthy & Akers, PLC | Estate Planning Attorneys
● ClosedMcCarthy & Akers, PLC is a reputable law firm specializing in estate planning services. Located at 7900 Sudley Road in Manassas, Virginia, their team of experienced attorneys are dedicated to helping individuals and families protect their assets and plan for the future. Whether you need assistance with creating a will, establishing a trust, or navigating the probate process, McCarthy & Akers, PLC is committed to providing personalized and professional legal guidance. Contact them today to schedule a consultation and secure your peace of mind.
7900 Sudley Rd Suite 806, Manassas, VA 20109, United States -
Danny Murphy, PennStuart
● OpenDanny Murphy, PennStuart is a reputable institution located at 208 East Main Street in Abingdon, Virginia. This institution is known for providing top-notch services in the fields of law, finance, and consulting. With a team of highly skilled professionals, Danny Murphy, PennStuart offers expert advice and solutions to individuals and businesses alike. Whether you need legal representation, financial guidance, or strategic consulting, you can trust Danny Murphy, PennStuart to deliver exceptional results. Visit their office today to see how they can help you achieve your goals.
208 E Main St, Abingdon, VA 24210, United States -
One Source Process
● ClosedOne Source Process is a finance institution located at 1133 13th Street Northwest in Washington, District of Columbia. We specialize in providing comprehensive financial services to individuals and businesses, offering a wide range of solutions to meet our clients' needs. Our experienced team is dedicated to delivering personalized and professional service to help our clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or assistance with financial planning, One Source Process is here to help you navigate the complex world of finance. Contact us today to learn more about how we can assist you in reaching your financial objectives.
1133 13th St NW STE C4, Washington, DC 20005, United States -
Yacob Silvia M
● ClosedYacob Silvia M is a reputable finance institution located at 3805 Mount Vernon Avenue in Alexandria, Virginia, United States. With a strong focus on providing personalized financial services to individuals and businesses, Yacob Silvia M is committed to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, the experienced professionals at Yacob Silvia M are here to help. Visit us today to learn more about our comprehensive financial services and how we can assist you in securing your financial future.
3805 Mt Vernon Ave Suite D, Alexandria, VA 22305, United States -
Legacy Law Centers
● ClosedLegacy Law Centers is a trusted institution located in Leesburg, Virginia, dedicated to helping individuals secure their legacy and protect their loved ones through personalized estate planning services. Founder, Sam Mansoor, understands the importance of planning for the future and works closely with clients to create a comprehensive estate plan tailored to their unique needs and goals. With a focus on plain English and easy-to-understand visual aids, Legacy Law Centers strives to make estate planning accessible to all. From wills and trusts to power of attorney and advance medical directives, the experienced team at Legacy Law Centers is committed to guiding clients through every step of the planning process. By forming strategic alliances with financial managers and CPAs, Legacy Law Centers can help clients achieve their financial goals and create a secure future for their families. With a compassionate and goal-oriented approach, Legacy Law Centers is dedicated to providing peace of mind and ensuring that your legacy will have a positive impact on future generations.
44084 Riverside Pkwy Suite 120, Leesburg, VA 20176, United States -
American Family Estate Planners
● ClosedAmerican Family Estate Planners is a trusted institution located at 20130 Lakeview Center Plaza in Ashburn, Virginia. Our team of experienced lawyers specializes in estate planning for families, ensuring that your assets are protected and distributed according to your wishes. We offer personalized services tailored to each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or plan for long-term care, our knowledgeable attorneys are here to guide you through the process with care and expertise. Contact us today to schedule a consultation and secure your family's future.
20130 Lakeview Center Plaza Ste. 400, Ashburn, VA 20147, United States -
Legacy Counsel Law, PLLC
● ClosedLegacy Counsel Law, PLLC is a trusted law firm located in McLean, Virginia. Specializing in estate planning, probate, and trust administration, our team of experienced attorneys is dedicated to providing personalized legal services to help clients protect their assets and ensure their wishes are carried out. Whether you need assistance with creating a will, establishing a trust, or navigating the probate process, Legacy Counsel Law, PLLC is here to guide you every step of the way. Visit us at 6718 Whittier Avenue to learn more about how we can help you secure your legacy for future generations.
6718 Whittier Ave, McLean, VA 22101, United States -
John Primeau LLC
● ClosedJohn Primeau LLC is a reputable law firm based in Manassas, Virginia, United States. With a focus on providing top-notch legal services, they specialize in various areas of law including family law, criminal defense, and personal injury. Their team of experienced attorneys is dedicated to helping clients navigate through complex legal matters with professionalism and expertise. Located at 9304 Peabody Street, John Primeau LLC is committed to delivering exceptional legal representation and achieving favorable outcomes for their clients.
9304 Peabody St, Manassas, VA 20110, United States -
NOVA Legal Professionals
● ClosedNOVA Legal Professionals, located at 4122 Leonard Drive in Fairfax, Virginia, is a dedicated team of lawyers specializing in family law and divorce. With a personal and intimate understanding of the impact of divorce on clients and their families, NOVA Legal Professionals genuinely care about their clients' well-being and seek the best possible outcome for their circumstances. Putting clients' best interests first, the team at NOVA Legal Professionals provides a realistic approach to explore and implement options for divorce, offering a no-nonsense, personal, and compassionate client experience. Recognized for their excellence in the legal field, the team includes attorneys such as Corrie Sirkin, Alisa Chunephisal, and Abby McNelis, each with a wealth of experience in family law.
4122 Leonard Dr, Fairfax, VA 22030, United States -
Bose Law Firm, PLLC
● OpenBose Law Firm, PLLC is a prestigious legal institution located at 2821 Duke Street in Alexandria, Virginia, United States. Led by the experienced Sudeep Bose, a former police officer and investigator with over 25 years of expertise in technology, law, digital forensics, crisis management, trial work, and public relations, the Firm is a leader in the legal crisis management arena. Specializing in Criminal Defense, Asset Protection Planning, Cryptocurrency and Bitcoin Law, Small Business Law, and Firearms-Self Defense Law, Bose Law Firm caters to executives and entities seeking unique strategies and long-term reputation control.
2821 Duke St, Alexandria, VA 22314, United States -
Bose Law Firm, PLLC
● OpenBose Law Firm, PLLC is a prestigious legal institution located at 6354 Rolling Mill Place, Springfield, Virginia, United States. Led by Sudeep Bose, a seasoned former police officer and investigator with over 25 years of experience, the Firm specializes in legal crisis management and offers a unique blend of technology, law, digital forensics, crisis management, trial work, and public relations services. The Firm caters to a diverse clientele, including individual clients facing criminal allegations, corporate clients seeking internal investigations and risk assessments, and family offices looking to formulate wealth accumulation strategies. Attorney Bose, as the Managing Attorney and Principal Consultant, brings a wealth of expertise in various legal matters, including criminal defense, asset protection planning, cryptocurrency and Bitcoin law, small business law, and firearms-self defense law.
Bose Law Firm Conference Center, 6354 Rolling Mill Pl STE 102, Springfield, VA 22152, United States -
Carrell Blanton Ferris & Associates, PLC
● ClosedCarrell Blanton Ferris & Associates, PLC is a reputable law firm located at 725 Jackson Street in Fredericksburg, Virginia. With a team of experienced lawyers, they specialize in serving clients in Fredericksburg, Spotsylvania, Stafford, Culpeper, and surrounding areas. Whether you need legal assistance with estate planning, business law, real estate transactions, or any other legal matter, the professionals at Carrell Blanton Ferris & Associates, PLC are dedicated to providing top-notch legal services to meet your needs.
725 Jackson St #209, Fredericksburg, VA 22401, United States -
Parker Law Group
● ClosedParker Law Group, located at 2201 Cooperative Way in Herndon, Virginia, is a leading law firm specializing in family law matters. Our dedicated team is committed to providing the best possible outcome for our clients, no matter the size of the case. With years of experience and a wealth of resources at our disposal, we are equipped to handle even the most challenging legal proceedings. Family law matters can be emotionally taxing and difficult to navigate on your own. That's where Parker Law Group comes in. Our team of seasoned professionals can provide the support and guidance you need to ensure your best interests are served throughout the entire process.
2201 Cooperative Way suite 600, Herndon, VA 20171, United States -
Life & Legacy Counselors
● ClosedLife & Legacy Counselors is a trusted institution located at 5335 Wisconsin Avenue Northwest in Washington, D.C. Our team of experienced counselors provides compassionate and personalized support to help individuals navigate life's challenges and create a lasting legacy. Whether you are seeking guidance for personal growth, relationship issues, or end-of-life planning, our counselors are here to help you every step of the way. Contact us today to schedule a consultation and start your journey towards a brighter future.
5335 Wisconsin Ave NW # 440, Washington, DC 20015, United States -
Gray Legal, P.C.
● OpenGray Legal, P.C. is a legal institution located in Washington, D.C. that specializes in providing guidance and support to businesses. With over 10,000 hours of experience in both the legal profession and entrepreneurship, the team at Gray Legal, P.C. is dedicated to helping clients succeed and avoid common pitfalls. The institution offers a unique combination of legal guidance, business coaching, and mindset coaching to help clients reach their goals faster and with more ease. The Locked & Lawyered Membership program simplifies the support business owners need to succeed, providing access to a wealth of knowledge and resources. Clients can benefit from the expertise of the team at Gray Legal, P.C. as well as a supportive community of like-minded individuals. The institution also offers services such as trademark filing, legal guidance, and template contracts to help clients establish and protect their brands.
800 Maine Ave SW #200, Washington, DC 20024, United States -
Geno Law Firm, P.C.
● ClosedGeno Law Firm, P.C. is a well-established institution located at 10617 Jones Street in Fairfax, Virginia, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, estate planning, business law, or any other legal matter, Geno Law Firm, P.C. is here to help. Our commitment to excellence and personalized service sets us apart from the rest. Contact us today to schedule a consultation and see how we can assist you with your financial and legal needs.
10617 Jones St Suite 201B, Fairfax, VA 22030, United States -
Derres & Associates, PLLC
● ClosedDerres & Associates, PLLC is a legal institution located at 3033 Wilson Boulevard in Arlington, Virginia, United States. We strongly believe in equality under the law, regardless of race, gender, sexual orientation, wealth, or power. Our experienced team, led by Mr. Derres, specializes in immigration law, including detention and deportation defense, asylum, family-based immigration, nonimmigrant visas, waivers of inadmissibility, and naturalization. We also handle appeals before the Board of Immigration Appeals. Our firm offers comprehensive legal services in various immigration matters, with a focus on providing strong representation for our clients. Testimonials from our satisfied clients highlight our dedication, clear communication, kindness, and knowledge in handling immigration cases. Whether you are seeking asylum or facing deportation, we are committed to advocating for your rights and providing you with the support you need.
3033 Wilson Blvd #700, Arlington, VA 22201, United States -
Financial Directors LLC
● ClosedFinancial Directors LLC is a full-service financial planning and consulting firm located in Reston, Virginia. Our team is dedicated to helping individuals and small businesses achieve their financial goals through personalized strategies and solutions. With over 30 years of experience in the industry, we have managed over $299 million in assets and have expanded our services to clients throughout the United States. Our comprehensive approach to financial planning includes investment strategies, retirement savings plans, estate transfer strategies, and business asset protection. We work closely with estate attorneys, accountants, and other professionals to ensure a holistic approach to your financial well-being.
1984 Isaac Newton Square STE 102, Reston, VA 20190, United States -
Stock Plan Advisory Group LLC
● ClosedStock Plan Advisory Group LLC, located in Alexandria, Virginia, is a finance institution that specializes in providing holistic, progressive, and unbiased financial planning services to individuals and families. As a fee-only, independent firm, we focus on retirement planning and executive compensation for Fortune 500 corporate employees. Our team of Certified Financial Planners™ and Registered Investment Advisers are committed to serving as fiduciaries, always putting our clients' best interests first. From investments to retirement, income tax, insurance, and estate planning, we offer comprehensive financial planning services. With evidence-based investment strategies and a professional network of CPAs and estate planning attorneys, we ensure that our clients receive expert guidance in all financial decisions. Stock Plan Advisory Group is dedicated to providing objective, independent advice and never accepts commissions or compensation from third parties. As a fee-only state registered investment advisory firm, we are committed to serving our clients with the highest level of integrity and transparency.
500 N Washington St Suite 204, Alexandria, VA 22314, United States -
Anthony Walsh - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony Walsh - Financial Advisor, Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike, Vienna, Virginia, offers personalized advice to help clients achieve their financial goals. With a focus on estate planning and passing wealth to the next generation, the institution works alongside attorneys and CPAs to guide families through the complex process. The institution also provides insights on stock prices and market trends to help clients make informed investment decisions. By setting up a complimentary initial consultation, individuals can take the first step towards a more confident financial future. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment products and services to help clients reach their financial goals. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Anthony Walsh, the financial advisor, is registered in states where securities business can be conducted. Clients can expect a comprehensive approach to financial planning and legacy management to bring clarity and peace of mind.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Samantha Cafferty
● ClosedMerrill Lynch Financial Advisor Samantha Cafferty, located at 11951 Freedom Drive, Reston, Virginia, United States, is part of The Nicoll Cafferty Group. With over 50 years of experience in planning-based wealth management services, the group believes in building strong relationships through teamwork and involvement. They offer personalized financial advice and guidance, tailored to each client's unique circumstances and goals. The group's proactive and transparent fee-based structure ensures that clients receive dedicated and diligent service at every step of the financial planning process. The Nicoll Cafferty Group works closely with clients to prioritize their goals, develop customized financial models, and implement tailored investment strategies. They coordinate with other advisors in the client's inner circle, such as accountants and attorneys, to ensure everyone is on the same page. Regular reviews and refinements to the approach are made as necessary to help clients achieve their financial goals.
11951 Freedom Dr Suite 1750, Reston, VA 20190, United States -
Gaffey, Deane & Talley, PLLC
● ClosedGaffey, Deane & Talley, PLLC is a reputable accounting and finance institution located at 12355 Sunrise Valley Drive in Reston, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, consulting, and financial planning. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for all financial needs.
12355 Sunrise Valley Dr Suite 120, Reston, VA 20191, United States
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